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List of stocks breaking through clouds (weekly) (part 2)
○ List of stocks below the cloud in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1726> Br. HD 343 346 354 <1911> Sumitomo Forestry 491954765005.5 <1952> Shin Nippon Air Conditioning 16891896.25 1707 <1963> JGC HD 116012181640 <2607> Fuji Oil G 26792811.75 2691.5 <287
AI-native companies are growing rapidly.
AI-native companies have various characteristics, and a common tendency reported is that they perceive AI as more than just a tool to enhance productivity or improve specific investment returns. It is understood as a way to replace the structured processes that were central to companies in the era of industrialization with fast and powerful AI and reasoning.
Cisco, the increase in infrastructure spending by companies utilizing AI is a tailwind.
On the 12th, Cisco presented a strong revenue outlook for the period from February to April (third quarter), driven by the increasing infrastructure expenditures of companies utilizing Artificial Intelligence (AI) technology. Corporate clients appear to be enhancing their network systems to accelerate the creation and use of AI.
The investor group led by Mr. Mask has proposed a buyout of OpenAI.
It has been reported that a group of investors led by Elon Musk offered $97.4 billion (approximately 14 trillion 800 billion yen) to acquire the nonprofit organization that manages the operations of OpenAI in the USA. Tensions are escalating between CEO Sam Altman and Musk regarding OpenAI, the developer of the generative Artificial Intelligence (AI) "ChatGPT." <6702> Fujitsu <7046> TDSE <401
U.S. large tech stocks still have room for growth.
[Generative AI] Wall Street's AI (Artificial Intelligence) stock purchases slowed down last week, but investors are reportedly still adhering to strategies that have performed well over the past two years. It is reported that investors are preparing for further increases in large tech stocks by entering into Single Option contracts that would allow them to profit if the stock prices of Apple and Amazon.com rise in the coming weeks. <6702> Fujitsu <7046> TDSE <4011> Head U.
Rating information (Target Price change - Part 2) = Santen Pharmaceutical, Arks, ETC.
◎Morgan Stanley MUFG Securities (three-tier: Overweight > Equal Weight > Underweight) Santen Pharmaceutical <4536.T> ―― "Equal Weight" → "Equal Weight", 1750 yen → 1700 yen ◎Okasan Securities (three-tier: Bullish > Neutral > Bearish) Arcs <9948.T> ―― "Neutral" → "Neutral", 2400 yen → 2900 yen ◎Tokai Tokyo Securities (three-tier: Outperform > Neutral > Underperform) Kyudenko <1959.T> ――